Switchfoot Wealth Limited

Reviews

1. Simon Hodge ★★★★★

   We were considering options for financing care home fees for my mother, and I had read a little about annuities, but this was all new to me Research indicated that I should speak to a SOLLA accredited financial adviser which took me to Switchfoot Wealth Here I was introduced to Steven Day who from the start, genuinely cared about helping guide me through the options so that I and the other Attorneys, could come to our own decision about what would be right for Mum, and having decided that we wanted to take further, walked us through the process At each step he explained what was required and more importantly why, and was on top of the Companies involved, chasing them to deal with, and keeping us up to date throughout We felt fully supported, which was very reassuring given the premiums we were discussing Very happy to recommend him and Switchfoot for anyone's financial planning - in this day and age it was a pleasure to deal with a person and firm that genuinely wanted the best for their client

   1 year ago
2. Rosemary Shields ★★★★★

   The concept of pensions and investments is not everyone's bag, it's one of those things that can always be dealt with tomorrow; Mañana. There are choices to be made, choices which need a level of understanding. I approached a financial advisor and after a very nice chat, I was none the wiser.....Then I met Sebastian Elwell of Switchfoot Wealth; what a difference, with a calm and patient approach, Sebastian has helped me to understand, brought my affairs into sharper focus, resolved some issues to provide a clearer plan and prepare me for my financial future. Thank you Sebastian

   almost 5 years ago
3. Juniper S ★★★★★

   The concept of pensions and investments is not everyone's bag, it's one of those things that can always be dealt with tomorrow; Mañana. There are choices to be made, choices which need a level of understanding. I approached a financial advisor and after a very nice chat, I was none the wiser.....Then I met Sebastian Elwell of Switchfoot Wealth; what a difference, with a calm and patient approach, Sebastian has helped me to understand, brought my affairs into sharper focus, resolved some issues to provide a clearer plan and prepare me for my financial future. Thank you Sebastian

   almost 5 years ago

1. Jack Dudley ★★★★★

   Nothing but positivity and praise for Switchfoot Wealth and Seb, whose professionalism and approach to the needs of me and family is exemplary. One of the most patient and adaptable people I have had the pleasure of meeting - can't recommend enough, thanks!

   almost 5 years ago
2. Russ Avery ★★★★★

   I have just had my first introductory call with Seb from Switchfoot Wealth. I was instantly impressed with Seb's professionalism, calm demeanour, patience, and the way he takes time to explain things in simple terms - something which is incredibly useful if you're not particularly financially literate. What's more, Seb has already got me excited about developing my personal financial plan and bringing my goals to life. I'm looking forward to working with Seb in the future and I can highly recommend his services. Thanks Seb!

   almost 5 years ago
3. David Smith ★★★★★

   Sebastian Elwell at Switchfoot Wealth has been a superb financial advisor and friend to me and several generations of my family over a number of years. His limitless patience in explaining complex financial topics and his ability to translate our needs into agreed plans is exemplary. His integrity, commitment to sustainability and ethical investment and charitable activities are shining lights in a 21st Century world that seems to have less and less regard for them!

   almost 5 years ago

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